13F QoQ Ownership Changes
KW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 64 new · 66 added · 116 reduced · 34 exited
New Positions(64)
Added To(66)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 4,100,322 | +1,255,245 | $39.7M | +$16.0M | 44.1% |
| DIMENSIONAL FUND ADVISORS LP | 4,724,378 | +131,145 | $45.7M | +$7.5M | 2.9% |
| Rockefeller Capital Management L.P. | 2,725,276 | +140,351 | $26.4M | +$4.8M | 5.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,125,167 | +33,798 | $30.2M | +$4.5M | 1.1% |
| Verition Fund Management LLC | 500,927 | +391,738 | $4.8M | +$3.9M | 358.8% |
| MORGAN STANLEY | 1,694,064 | +93,248 | $16.4M | +$3.1M | 5.8% |
| ACR Alpine Capital Research, LLC | 468,476 | +282,887 | $4.5M | +$3.0M | 152.4% |
| GOLDMAN SACHS GROUP INC | 1,265,695 | +87,079 | $12.2M | +$2.4M | 7.4% |
| CenterBook Partners LP | 214,629 | +150,065 | $2.1M | +$1.5M | 232.4% |
| MARSHALL WACE, LLP | 648,165 | +72,296 | $6.3M | +$1.5M | 12.6% |
| Legal & General Group Plc | 720,381 | +40,398 | $7.0M | +$1.3M | 5.9% |
| Quantinno Capital Management LP | 219,501 | +69,070 | $2.1M | +$871.0K | 45.9% |
| NEUBERGER BERMAN GROUP LLC | 184,997 | +70,961 | $1.8M | +$840.1K | 62.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,900 | +65,980 | $975.7K | +$685.2K | 188.9% |
| WELLS FARGO & COMPANY/MN | 138,163 | +43,026 | $1.3M | +$544.5K | 45.2% |
| PRUDENTIAL FINANCIAL INC | 158,287 | +35,544 | $1.5M | +$509.4K | 28.9% |
| LPL Financial LLC | 125,436 | +26,928 | $1.2M | +$393.4K | 27.3% |
| AQR CAPITAL MANAGEMENT LLC | 93,402 | +28,439 | $903.2K | +$362.7K | 43.8% |
| Swiss National Bank | 217,568 | +4,600 | $2.1M | +$332.0K | 2.1% |
| FRANKLIN RESOURCES INC | 121,949 | +20,012 | $1.2M | +$331.1K | 19.6% |
| JANE STREET GROUP, LLC | 73,151 | +26,944 | $707.4K | +$322.9K | 58.3% |
| ALLIANCEBERNSTEIN L.P. | 175,263 | +990 | $1.7M | +$244.8K | 0.6% |
| Creative Planning | 161,944 | +1,586 | $1.6M | +$231.8K | 1.0% |
| Amundi | 86,786 | +7,685 | $839.2K | +$219.1K | 9.7% |
| Atria Investments, Inc | 88,696 | +11,605 | $857.7K | +$216.3K | 15.1% |
| Gallagher Fiduciary Advisors, LLC | 88,920 | +11,517 | $859.9K | +$215.9K | 14.9% |
| Inscription Capital, LLC | 35,437 | +18,341 | $342.7K | +$200.4K | 107.3% |
| MACQUARIE GROUP LTD | 63,819 | +5,265 | $617.1K | +$130.0K | 9.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,713 | +916 | $848.2K | +$126.0K | 1.1% |
| Belpointe Asset Management LLC | 23,347 | +8,931 | $225.8K | +$105.8K | 62.0% |
| AlphaQuest LLC | 46,433 | +2,882 | $449.0K | +$86.7K | 6.6% |
| Cerity Partners LLC | 20,132 | +6,033 | $194.7K | +$77.4K | 42.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 16,541 | +6,244 | $160.0K | +$74.3K | 60.6% |
| Aberdeen Group plc | 42,759 | +1,980 | $413.5K | +$73.4K | 4.8% |
| GAMMA Investing LLC | 14,660 | +4,024 | $141.8K | +$53.3K | 37.8% |
| KLP KAPITALFORVALTNING AS | 23,700 | +2,300 | $231.6K | +$51.4K | 10.7% |
| SEI INVESTMENTS CO | 31,508 | +704 | $304.7K | +$48.6K | 2.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 27,425 | +400 | $265.2K | +$40.4K | 1.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 16,386 | +1,921 | $158.5K | +$38.1K | 13.3% |
| ProShare Advisors LLC | 23,515 | +733 | $227.4K | +$37.8K | 3.2% |
| Brooklyn Investment Group | 16,382 | +1,057 | $160.2K | +$32.7K | 6.9% |
| Federation des caisses Desjardins du Quebec | 9,668 | +2,081 | $93.5K | +$30.4K | 27.4% |
| SIGNATUREFD, LLC | 15,645 | +538 | $151.3K | +$25.6K | 3.6% |
| FMR LLC | 12,885 | +592 | $124.6K | +$22.3K | 4.8% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 13,712 | +273 | $132.6K | +$20.8K | 2.0% |
| Russell Investments Group, Ltd. | 11,496 | +583 | $111.2K | +$20.4K | 5.3% |
| BARCLAYS PLC | 241,379 | +41,819 | $1.6M | -$19.0K | 20.9% |
| Focus Partners Wealth | 51,753 | +1,696 | $433.2K | +$16.7K | 3.4% |
| PNC Financial Services Group, Inc. | 10,365 | +4 | $100.2K | +$14.0K | 0.0% |
| EverSource Wealth Advisors, LLC | 350 | +323 | $3.4K | +$3.2K | 1196.3% |
| Farther Finance Advisors, LLC | 489 | +91 | $4.7K | +$1.4K | 22.9% |
| UMB Bank, n.a. | 608 | +13 | $5.9K | +$929 | 2.2% |
| Parkside Financial Bank & Trust | 228 | +58 | $2.2K | +$791 | 34.1% |
| Smartleaf Asset Management LLC | 175 | +58 | $1.7K | +$737 | 49.6% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 154,800 | +57,100 | $1.5K | +$684 | 58.4% |
| ROTHSCHILD INVESTMENT LLC | 349 | +24 | $3.4K | +$671 | 7.4% |
| Covestor Ltd | 29,153 | +28,643 | $281 | +$277 | 5616.3% |
| CANADA LIFE ASSURANCE Co | 153,319 | +3,382 | $1.5K | +$233 | 2.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 127,404 | +4,409 | $1.2K | +$208 | 3.6% |
| FIFTH THIRD BANCORP | 116 | +6 | $1.1K | +$207 | 5.5% |
| SG Americas Securities, LLC | 68,589 | +6,885 | $663 | +$150 | 11.2% |
| State of Alaska, Department of Revenue | 61,090 | +722 | $590 | +$88 | 1.2% |
| VAN ECK ASSOCIATES CORP | 32,335 | +2,894 | $313 | +$68 | 9.8% |
| AMALGAMATED BANK | 34,902 | +73 | $338 | +$48 | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,231 | +621 | $70 | +$15 | 9.4% |
| CWM, LLC | 5,265 | +584 | $51 | +$12 | 12.5% |